Client Retention Associate

ALLIANT CYBERSECURITY; Houston (TX); On-site; USD 48,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

PTO

Life insurance

Disability insurance

Onsite gym

Group fitness classes

Paid parking

Job summary

ALLIANT CYBERSECURITY is seeking a Client Retention Associate in Houston to manage active clients and re-engage inactive accounts. You will articulate the value of credits and incentives, schedule engagements with executives, and maintain strong CRM records while collaborating with a high-performance, client-centric team.

You’ll work with C-level executives and CPA firms across markets, helping drive service-line opportunities and client satisfaction.

Qualifications

• Bachelor’s degree required.
• Preferred 1+ year of experience in a fast-paced, consultative sales role.
• Results-oriented with the ability to meet activity and revenue goals.
• Dynamic verbal communication, robust active listening, and solid writing skills.
• High sense of urgency and ability to adapt to changing priorities.
• Collaborative and team oriented.
• Proficiency with Microsoft Office Suite and CRM software.
• Candidate must reside or relocate to Houston, TX.

Responsibilities

• Account management of existing clients.
• Proactively reach out to inactive clients to rekindle relationships and encourage their return.
• Educate business owners and executives on services, credits, incentives, and other offerings.
• Schedule client meetings, calls, and follow-ups with attention to detail.
• Track proposals and close with clients until signed.
• Maintain client relationship management (CRM) database.

Skills

Client management

Active outreach

Verbal communication

Meeting deadlines

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Job description

As a Client Retention Associate, you will gain a strong foundation in specific industries and tax, in addition to developing your critical thinking skills. You will also develop a strong understanding about our firm’s mission and purpose, the professional services industry, our unique client-centric culture, and how we serve and engage our CPA partners, clients, and industry partners. You will participate in client engagement discussions and learn about a wide variety of industries, our various service lines, and business methodologies with the goal of managing current clients and re-engaging with inactive clients. You will develop service line-specific and industry-specific skills and work directly with C-level executives and CPA firms in various markets as part of a high-performance team. As a national premier consulting firm, alliant is focused on providing solutions to help businesses transform and thrive. alliant offers six different service lines to our clients and this role manages and re-engages with clients for all service lines.

Responsibilities

• Account management of existing clients
• Proactively reach out to inactive clients to rekindle relationships and encourage their return
• Communicate our services and educate business owners and executives on the value we can bring to their organization in the form of credits and incentives as well as other services we provide
• Schedule client meetings, conference calls and follow-up appointments with great attention to detail
• Track outstanding proposals and follow-up with clients until proposal is signed
• Maintain client relationship management (CRM) database

Qualifications

• Bachelor’s degree required
• Preferred 1+ year of experience in a fast-paced, consultative sales role
• Results-oriented, competitive, and driven to achieve activity and revenue goals
• Dynamic verbal communication, robust active listening, and excellent presentation and writing skills
• High sense of urgency with the ability to meet deadlines and changing priorities
• Collaborative and team focused
• Receptiveness to performance feedback within a team environment is essential
• Proficiency with Microsoft Office Suite and other relevant software applications
• Candidate must reside or relocate to Houston, TX

Compensation and Benefits

• 100% employer paid medical/dental premiums for single coverage
• 401(k) matching
• PTO
• company provided life insurance and disability
• onsite gym and group fitness classes
• paid covered parking

Do Work That Matters. Alliant alliantgroup, LP is currently experiencing explosive growth! As a national consulting firm focused on being the voice to the middle market, our mission is simple: Strengthening US businesses. How do we do this? We hire the brightest talent with the most diverse backgrounds who do work that matters. alliantgroup has been helping American businesses overcome the challenges of today to prepare them for the future. Our most sought after service has been helping companies identify and leverage the largest federal and state incentives available including ERC, R&D, and 179D. Our industry experts and four former IRS commissioners help our clients claim what they deserve. Learn more about how the R&D tax credit started and how you can do work that matters!